Software Alternatives, Accelerators & Startups

Oak Engage VS Perfex CRM

Compare Oak Engage VS Perfex CRM and see what are their differences

Oak Engage logo Oak Engage

Oak Engage is a digital workplace for enterprises that need to communicate with their workforce. Connect your teams. Engage your people.

Perfex CRM logo Perfex CRM

Perfex CRM is an online self-hosted customer relationships management platform that allows you to grow your business with robust integration services.
  • Oak Engage Landing page
    Landing page //
    2023-05-14
  • Perfex CRM Landing page
    Landing page //
    2022-12-22

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Perfex CRM videos

Best Crm Software For Small Business: Perfex CRM | BYOB 4/3

Category Popularity

0-100% (relative to Oak Engage and Perfex CRM)
Project Management
100 100%
0% 0
CRM
0 0%
100% 100
Office & Productivity
100 100%
0% 0
Sales
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Oak Engage and Perfex CRM

Oak Engage Reviews

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Perfex CRM Reviews

  1. Excellent CRM for Freelancers & Small Businessess

    Perfex has helped us a long way since the beginning and it is a wonderful application. Why i mentioned for freelancers and small businesses is, it can help you track and deal with all the customers. It also includes stripe payment gateway. As a freelancer, often for existing clients we need to send proposal and get their acceptance. With this, each proposal links can be generated that can be shared with the customer and the customer can sign in digitally online. The cons i feel is if you are trying to scale the organization and wants a single point to manage your HR, Book keeping, this becomes difficult.

    ๐Ÿ Competitors: Odoo
    ๐Ÿ‘ Pros:    Stripe payment integration|Proposal online links|Manage projects|Many integration available|Google calender integration|Customer statements
    ๐Ÿ‘Ž Cons:    No hr module|No bookkeeping module

What are some alternatives?

When comparing Oak Engage and Perfex CRM, you can also consider the following products

Zendo - Zendo allows you to sell productized, subscription and custom services. Collaborate and collect payments. Create quotes and invoices. Eliminate multiple tools and enjoy the simplicity.

Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

GreenOrbit - Intranet software with everything you need, built in

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Nextcloud Hub - On-premises, enterprise collaboration solution for documents, emails, calendars and more.

Insightly - Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide